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SPDR S&P 500 ETF Trust

3,661 hedge funds and large institutions have $309B invested in SPDR S&P 500 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 508 funds opening new positions, 1,497 increasing their positions, 1,259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,661
Holders Change
+360
Holders Change %
+10.91%
% of All Funds
53.66%
Holding in Top 10
1,064
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+14.41%
% of All Funds
15.6%
New
508
Increased
1,497
Reduced
1,259
Closed
88
Calls
$262B
Puts
$448B
Net Calls
-$185B
Net Calls Change
-$10.4B
Name Holding Trade Value Shares
Change
Shares
Change %
HWP
2876
Heritage Wealth Partners
Ohio
$684K -$5.71K -12 -0.8%
TA
2877
TFG Advisers
Michigan
$684K +$2.38K +5 +0.3%
PRI
2878
Prepared Retirement Institute
Pennsylvania
$683K +$683K +1,437 New
ACM
2879
Absolute Capital Management
Pennsylvania
$682K +$181K +379 +36%
W
2880
WealthCollab
Washington
$682K +$682K +1,434 New
HIP
2881
Harrell Investment Partners
Texas
$680K +$204K +430 +43%
SHA
2882
Seneca House Advisors
Virginia
$680K
AWMNH
2883
Arcadia Wealth Management (New Hampshire)
New Hampshire
$677K -$58K -122 -8%
WTFG
2884
Wells Trecaso Financial Group
Ohio
$676K +$11.9K +25 +2%
TWA
2885
Trellis Wealth Advisors
California
$675K -$16.6K -35 -2%
HTHT
2886
Hemenway Trust Hemenway Trust
New Hampshire
$674K +$12.8K +27 +2%
MAG
2887
MRA Advisory Group
New Jersey
$674K +$48.5K +102 +8%
MAM
2888
MMA Asset Management
Pennsylvania
$674K -$28K -59 -4%
FFC
2889
First Financial Corp
Indiana
$673K +$315K +662 +88%
LBWM
2890
Left Brain Wealth Management
Illinois
$668K -$228K -479 -25%
PRWA
2891
Platte River Wealth Advisors
Colorado
$668K +$3.8K +8 +0.6%
WFMPM
2892
Woodley Farra Manion Portfolio Management
Indiana
$666K +$264K +553 +66%
MAM
2893
Morse Asset Management
Connecticut
$666K +$9.51K +20 +1%
LWM
2894
Laidlaw Wealth Management
New York
$666K +$101K +213 +18%
WC
2895
Whitney & Co
New York
$664K -$25.7K -54 -4%
MWM
2896
Mattern Wealth Management
Kansas
$664K -$58K -122 -8%
EFG
2897
Everhart Financial Group
Ohio
$663K -$135K -284 -17%
WWM
2898
Wolff Wiese Magana
California
$663K -$43.2K -91 -6%
CH
2899
Canton Hathaway
Rhode Island
$661K +$333K +700 +101%
LWM
2900
Liberty Wealth Management
California
$660K +$33.7K +71 +5%